Ultra Wealthy Financial Advisor
5 days ago
As a Wealth Planner at IPS Group, you will be responsible for managing a portfolio of Ultra High-Net-Worth clients, developing customized philanthropic strategies, creating comprehensive financial plans, and facilitating the transfer of an existing book of business to the firm.
You will work closely with internal teams to deliver comprehensive wealth and philanthropic planning services, maintaining deep knowledge of financial markets, tax regulations, and relevant legal matters. Additionally, you will keep abreast of philanthropic trends and advise clients on socially responsible investments and impactful giving.
Key responsibilities include:
• Managing and expanding a portfolio of UHNW clients, focusing on long-term relationships.
• Developing customized philanthropic strategies that reflect clients' values and ambitions.
• Creating comprehensive financial plans that include investment strategies, risk management, and estate planning.
• Facilitating the transfer of an existing book of business to the firm, ensuring a smooth transition for clients.
• Maintaining deep knowledge of financial markets, tax regulations, and relevant legal matters.
• Keeping abreast of philanthropic trends and advising clients on socially responsible investments and impactful giving.
Requirements:
To be successful in this role, you will need a minimum of 5+ years of experience in wealth management, financial planning, or private banking with UHNW clients. You should also have strong expertise in philanthropic advisory and charitable giving strategies, a solid, transferable client base with UHNW clients, and a proven ability to develop and execute customized financial and philanthropic plans.
In addition, you should have excellent understanding of estate planning, tax optimization, and investment strategies, as well as exceptional interpersonal and communication skills with a high level of integrity. Fluency in Cantonese, English, and Mandarin is a must.
What We Offer:
At IPS Group, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Wealth Planner looking for a new challenge, please submit your application.
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